MicroStrategy has cemented its status as the world’s preeminent corporate Bitcoin holder, amassing a staggering 671,268 BTC—representing 3.2% of the entire supply—valued at approximately $58.61 billion. The company’s latest $980.3 million purchase underscores an aggressive accumulation strategy that analysts believe is now virtually unmatchable by any other public entity, raising profound questions about market concentration and long-term supply dynamics.
about MicroStrategy's Bitcoin Dominance: 671,268 BTC & $58.6B HoldingsAnthony Pompliano
0 posts last weekAmerican Bitcoin Overtakes ProCap in Corporate BTC Holdings
Despite Bitcoin’s months-long price slide and heightened market volatility, corporate treasury accumulation of the cryptocurrency shows no signs of abating. In a notable shift, American Bitcoin, backed by Eric Trump, has surpassed ProCap Financial, founded by entrepreneur Anthony Pompliano, in total Bitcoin holdings. This move, tracked by industry data, underscores a persistent institutional interest that appears undeterred by the broader crypto market’s turbulence and declining proxy stocks.
about American Bitcoin Overtakes ProCap in Corporate BTC HoldingsDollar Debasement Fears Hit Record High as DXY Plunges
Google searches for ‘dollar debasement’ have surged to historic highs this quarter, reflecting growing public anxiety over the currency’s weakening value. The US Dollar Index has dropped over 12% this year while M2 money supply hits a record $22.3 trillion. Analysts warn this macro setup could fuel a major crypto rally as investors flee dollar depreciation.
about Dollar Debasement Fears Hit Record High as DXY PlungesBlockFi Resumes US Crypto Withdrawals After Court Order
BlockFi has resumed cryptocurrency withdrawals for eligible US clients following a court order in its ongoing bankruptcy proceedings, marking a significant development in the complex case that has frozen customer assets since November 2022. The partial restoration of services comes with strict eligibility criteria and excludes international users, while the company continues to navigate regulatory challenges and pursue fund recovery from bankrupt entities including FTX and Alameda Research.
about BlockFi Resumes US Crypto Withdrawals After Court OrderBitcoin’s 30% Drop: Veterans Unfazed as Newcomers Panic
Bitcoin’s recent sharp decline to around $82,000 during US trading sessions has revealed a stark divide in market psychology, with veteran cryptocurrency holders displaying stoic calm while newer investors from traditional finance backgrounds showed clear signs of panic. According to crypto commentator Anthony Pompliano, such 30% or greater price drops have occurred 21 times over the past decade, representing a recurring pattern in Bitcoin’s market behavior. Market analysts from VanEck and Bitwise attribute the sell-off to tightening US liquidity conditions, widening credit spreads, and institutional portfolio rebalancing as the year concludes.
about Bitcoin's 30% Drop: Veterans Unfazed as Newcomers PanicBitcoin’s 30% Drawdowns Test Wall Street’s Nerves
Veteran Bitcoin investors are familiar with significant price corrections, but recent volatility may be testing Wall Street’s resolve. Crypto commentator Anthony Pompliano notes that institutional investors new to digital assets might be unprepared for Bitcoin’s characteristic drawdowns. The current market slump represents just one of many similar corrections in Bitcoin’s history, with 21 separate instances of 30% or greater price declines occurring over the past decade.
about Bitcoin's 30% Drawdowns Test Wall Street's NervesCZ’s Lawyer Explains Trump Pardon, Slams Crypto War Narrative
Binance founder Changpeng Zhao’s attorney Teresa Goody Guillén has publicly addressed the controversial presidential pardon granted to her client, asserting that Zhao was pardoned because he should never have faced prosecution for regulatory violations. In a revealing podcast appearance, Guillén dismantled what she characterized as a misguided prosecution stemming from regulators’ “war on crypto” and rejected allegations of improper favors in the pardon process, emphasizing that no criminal activity occurred at the world’s largest crypto exchange.
about CZ's Lawyer Explains Trump Pardon, Slams Crypto War NarrativeBitcoin’s Four-Year Cycle Ending, Says ProCap CIO
Jeff Park of ProCap BTC argues that Bitcoin’s traditional four-year cycle anchored to halving events is becoming obsolete. He believes institutional demand is creating new market rhythms that override historical patterns. Current price weakness may help break the psychological hold of outdated trading narratives.
about Bitcoin's Four-Year Cycle Ending, Says ProCap CIOCFTC to Oversee More Crypto Than SEC: Jeff Park
The regulatory landscape for cryptocurrency in the United States appears to be shifting decisively toward Commodity Futures Trading Commission oversight, according to ProCap BTC Chief Investment Officer Jeff Park. In a recent interview with crypto entrepreneur Anthony Pompliano, Park endorsed the growing momentum to transfer primary regulatory authority from the Securities and Exchange Commission to the CFTC, arguing that the latter agency’s expertise in derivatives and capital efficiency better aligns with the fundamental nature of crypto markets.
about CFTC to Oversee More Crypto Than SEC: Jeff ParkAnalyst Warns Bitcoin $250K Surge Could Trigger Blow-Off Top
A prominent macro analyst warns that Bitcoin reaching $250,000 too rapidly could create a dangerous ‘blow-off top’ scenario where investors would scramble to take profits, potentially reversing the rally. Mel Mattison’s caution comes amid growing market optimism, highlighting the risks of synchronized rapid appreciation in both cryptocurrency and traditional markets.
about Analyst Warns Bitcoin $250K Surge Could Trigger Blow-Off TopBitcoin IPO Cycle: Old Holders Sell, New Buyers Accumulate
Macro analyst Jordi Visser identifies a significant shift in Bitcoin ownership patterns, comparing the current market phase to a traditional IPO cycle. Long-term holders are gradually selling while new investors accumulate coins during price dips, creating a redistribution of supply. This transition suggests the market is maturing rather than collapsing, with strong network fundamentals supporting the thesis despite recent price stagnation and negative sentiment readings.
about Bitcoin IPO Cycle: Old Holders Sell, New Buyers AccumulateBitcoin’s ‘Unofficial ICO’ as OG Holders Rotate Out
Despite Bitcoin’s sideways trading pattern, Wall Street veteran Jordi Visser identifies a fundamental shift occurring beneath the surface: an ‘unofficial initial coin offering’ where original Bitcoin holders are systematically distributing tokens to new investors. This steady rotation, combined with ETF approvals and record network hashrate, demonstrates sustained confidence in Bitcoin’s underlying value proposition, mirroring traditional IPO dynamics in the cryptocurrency space.
about Bitcoin's 'Unofficial ICO' as OG Holders Rotate Out